Settings

Settings is where you configure how the Organizations app behaves for your organisation. Open it from the gear icon in the header; the side rail switches to settings mode. The page is organised into tabs: Registration, Membership, Pricing, Custom fields and Kiosk. Remember to Save on each card after you make changes.

Registration

The Registration tab controls outgoing email and how people can sign themselves up.

Outgoing email

A single switch turns the app’s outgoing email on or off. While it is off, campaigns and automatic emails are held back, which is handy during a quiet period or while you are setting things up.

Public registration

Let people register themselves through a form you embed on your own website:

• Enable public registration: turn self sign-up on or off.
• Require consent: ask for consent (for example a parent’s) as part of sign-up.
• Auto-approve: accept new sign-ups automatically instead of reviewing them first.
• Consent expiry: how many days a consent request stays valid.
• Default status: the status a new member gets (active, pending or inactive).

Membership

The Membership tab sets how member numbers are generated and how inactive members are cleaned up.

Member numbers

Build the format new members are numbered with, using placeholders:

• {PREFIX} your chosen prefix, {YYYY} or {YY} the year, {MM} the month, {DD} the day, and {SEQ:N} a running number padded to N digits.
• Set the prefix (for example MEM) and choose when the sequence resets: yearly, monthly or never.

A live preview shows what the next member number will look like.

Membership lifecycle

Decide what happens to members who go inactive: how many months of inactivity before deletion, how many warning emails to send first, and how many days between those warnings. A short summary explains how your settings play out.

Pricing: plans and add-ons

The Pricing tab is where you create the subscription plans (tiers, or kontingent for a union) and optional add-ons that members hold. These drive your Billing.

Create a plan

1. Choose Add plan.
2. Enter a name, optional description, a price and a billing frequency (daily, weekly, monthly, quarterly, trimester, semester, half-yearly, annual or one-time).
3. Optionally set a team range (minimum and maximum number of teams the plan covers).
4. Optionally list features (one per line) to describe what the plan includes.
5. Use the active and default switches to control whether the plan is offered and whether it is the default for new members.
6. Attach any add-ons (see below), then save.

For a semester plan you also set the spring and fall invoice dates (day and month) so each half is invoiced at the right time.

Advanced billing schedule

For any recurring plan you can open Advanced billing to split a period into windows: a full-price window, a pro-rata window (by percentage or daily rate) and a free window. This is what lets a member who joins late in a period pay only a fair share, or get the rest of the period free. See Billing, flexible period rules.

Add-ons

Add-ons are optional extras offered on top of a plan:

1. Choose Add add-on (or create one inline while editing a plan).
2. Give it a name, price and billing frequency.
3. Decide whether it follows the plan’s billing or bills on its own cycle.
4. Save, and tick it on the plans it should be available with.

Custom fields

The Custom fields tab lets you capture data the standard member model does not cover (for example a gamertag or a licence number):

1. Choose Add field.
2. Set a key (lowercase with underscores), and a label in English and Danish.
3. Pick a type: text, number, select, date or checkbox. For a select field, add the options with their values and labels.
4. Mark it required if needed, and set visibility to member editable or admin only.
5. Save. Use the up and down arrows to reorder fields, the pencil to edit, and the trash icon to delete.

You can also export the field values for all members as a CSV file.

Kiosk PIN

The Kiosk tab sets the PIN that registers your check-in kiosk devices:

1. Enter a 4 to 6 digit PIN and save.
2. On each iPad, open your address followed by /checkin and enter the PIN once to register that device.
3. To rotate it, choose Reset PIN. Devices already registered keep working until their access expires, but no new device can register until you set a new PIN.

See Attendance for how check-ins flow back to you.